Tax & Reports

Please do not start your taxes until the beginning of April when all tax slips are available.
Please feel free to request an electronic tax summary which you can forward to your accountant.

Slips needed by account type:

Cash Taxable EQ accounts

NBIN:
T4
T5
Income Summary
T3 Slip

ShareFile:
Realized Gains
Foreign Property

Cash Taxable FI accounts

NBIN:
T4
T5
Income Summary
T3 Slip

RESP / RRSP / RRIF / LIRA / LIF

NBIN:
T4A
T4RIF
RSP Contribution